Katana Cloud Inventory vs. Unleashed

Katana Cloud Inventory is great for shipping and receiving busiiness. Where things are very cut and dry as far as what comes in and what goes out, this program is excellent at keeping track of these things. We do a lot of custom build items and it is not the greatest for these. A lot of time it is difficult to both enter these items and keep track of these items.

Incentivized

Unleashed's new AIM (Advanced Inventory Management) module has made stock reordering, forecasting, and general "health" monitoring much easier. What used to be done in a large, hard to maintain, spreadsheet can now be done through this module, and more. Its tight inventory control has been great at stopping users adjusting stock to clear orders, without following a proper review process, and it's really shone a light onto our stock levels and how we're managing them.

Incentivized

• Tracks incoming and outgoing parts/items
• Very easy to use and easy to learn.
• Able to implement the program quickly and begin using because of ease of use

Incentivized

• Advanced Inventory Management module is super
• Managing stock
• Integrations

Incentivized

• Auto email generated with PO's cannot be permanently altered in my opinion.
• Different pack sizes of same items do not automatically fill in inventory I've found. For example, we order an item in singles, 4-packs, and 32 packs. In my experience, If we order the 32 pack, it does not show inventory for the smaller unit sizes. Each pack size has a different item number I believe.
• Fields on the PO are not adjustable in my experience. You must create a template and use the template. You cannot change the PO each time unless you have a template created in my experience.
• When closing out a sales order, if you invoice from Katana Cloud Inventory and send to Quickbooks, it automatically enables the invoice to receive credit cards in Quickbooks. We use another credit card service (not Quickbooks) and do not want this feature turned on. There is no way to disable it at this time.
• When being billed for a PO that has been received and that bill is sent over to Quickbooks, it does not show item counts in my expereince. It only translates as a total dollar amount for each line item.

Incentivized

• It's not massively customisable
• Receipting of purchase orders could be improved

Incentivized

Our Quickbooks inventory was input incorrectly by a former employee and fixing it would have been more time consuming and less cost effective than to come up with an alternative solution. Katana Cloud Inventory was our alternative solution. Katana Cloud Inventory says that they are working on some of the integration problems with Quickbooks, and once they are fixed, will be a huge help!

Incentivized

Ultimately we wanted a pure SaaS solution that integrated with Salesforce and Unleashed was the best product we found that natively integrated with the CRM

Incentivized

• So far we are still in the process of counting all of our inventory. We use tens of thousands of parts
• What we do have in inventory already is tracked very well.
• Parts have been in stock as needed since we implemented Katana Cloud Inventory.

Incentivized

• Highlighted we are overstocked on 75% of our items
• Helped to reduce these overstocks
• Saved hours of time each month in readjusting stock levels due to poor practice in old system

Incentivized